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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,693 | $21,389+207.1% | - | $68,486-4.1% |
| Participation rate | 100.0% | 40.8%+59.2pp | - | 67.9%+32.1pp |
| Annual return | -12.57% | -15.84%+3.3pp | - | -7.85%-4.7pp |
| Employer contribution / active EE | $9,478 | $1,123+743.9% | - | $2,597+265.0% |
| Participant deferral / active EE | $5,617 | $1,547+263.1% | - | $4,028+39.5% |
| Admin fee / account holder | $0 | $2,251-100.0% | - | $5,404-100.0% |